Dark
Light
System
Institutional Investment Manager
Echo Street Capital Management LLC
Echo Street Capital Management LLC (CIK: 0001352342) incorporated in Delaware, located at 12 East 49th Street, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Portfolio Summary: 152 holdings with a total value of $2,391,833,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 AMERICAN TOWER CORP NEW 683,374 77,638,000 3.25%
2 SPIRIT RLTY CAP INC NEW 5,948,867 75,967,000 3.18%
3 FLEETCOR TECH 445,427 63,754,000 2.67%
4 INTERXION HOLDING N.V 1,618,133 59,677,000 2.50%
5 SABRE CORP 1,954,524 52,362,000 2.19%
6 STERICYCLE 497,526 51,802,000 2.17%
7 LKQ CORP 1,577,133 49,995,000 2.09%
8 MEDNAX INC 649,377 47,034,000 1.97%
9 VANTIV INC 788,959 44,655,000 1.87%
10 EQUINIX 112,366 43,568,000 1.82%
11 PREMIER INC CL A 1,281,778 41,914,000 1.75%
12 CERNER CORP 713,910 41,835,000 1.75%
13 CHOICE HOTELS INTL NEW 873,066 41,575,000 1.74%
14 ZOETIS INC 845,791 40,141,000 1.68%
15 CYRUSONE INC 687,575 38,270,000 1.60%
16 VANGUARD INDEX FDS 423,888 37,586,000 1.57%
17 AVALONBAY COMM 207,363 37,406,000 1.56%
18 SEALED AIR CORP NEW 776,685 35,704,000 1.49%
19 PAYPAL HLDGS INC 976,713 35,660,000 1.49%
20 CARMAX 719,140 35,259,000 1.47%
21 STORE CAPITAL 1,046,869 30,830,000 1.29%
22 FEDEX CORP 193,244 29,331,000 1.23%
23 MIDDLEBY CORP 251,283 28,960,000 1.21%
24 ALLEGION PUB LTD CO 404,278 28,069,000 1.17%
25 ALIGN TECHNOLOGY INC 344,874 27,780,000 1.16%
26 STERIS PLC SHS USD 395,076 27,161,000 1.14%
27 GILDAN ACTIVEWEAR INC 924,953 27,129,000 1.13%
28 CORESITE RLTY CORP 305,579 27,102,000 1.13%
29 EQUIFAX INC 209,881 26,949,000 1.13%
30 UNITED NATURAL FOODSINC 561,077 26,258,000 1.10%
31 MOHAWK INDS 131,709 24,993,000 1.04%
32 Sovran Self Storage, Inc. 236,552 24,819,000 1.04%
33 AMETEK 502,891 23,249,000 0.97%
34 ESSEX PPTY TR INC 97,541 22,248,000 0.93%
35 FACTSET RESH SYS INC 132,469 21,383,000 0.89%
36 SS&C TECHNOLOGIES HLDGS INC 755,480 21,214,000 0.89%
37 FLOWERS FOODS INC 1,120,040 21,001,000 0.88%
38 SELECT INCOME REIT 717,766 18,655,000 0.78%
39 SUN COMMUNITIES INC COM 240,920 18,464,000 0.77%
40 EXTENDED STAY AMER INC 1,228,366 18,364,000 0.77%
41 EVEREST RE GROUP LTD 100,446 18,348,000 0.77%
42 VISA INC 240,359 17,827,000 0.75%
43 PS BUSINESS PKS INC CALIF COM 165,406 17,546,000 0.73%
44 THERMO FISHER SCIENTIFIC INC 118,495 17,509,000 0.73%
45 WATSCO INC 122,929 17,295,000 0.72%
46 CROWN CASTLE 169,720 17,215,000 0.72%
47 MASTERCARD INCORPORATED 195,285 17,197,000 0.72%
48 EQUITY ONE INC 532,415 17,133,000 0.72%
49 MONDELEZ INTL INC 372,853 16,969,000 0.71%
50 PATTERSON COS INC 348,469 16,688,000 0.70%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-014853, filed 2016.08.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.